James, but the opportunity to join B. Riley Wealth Management and help grow the ", "B. Riley Securities did a remarkable job executing Legacy's IPO in an Contact Andrew today to learn more about his services and how B. Riley Wealth Management … Their team demonstrated expertise in navigating the complexities of our transactions, as well as deep knowledge of SPACs and the real estate industry. As a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY), BRWM offers access to an expansive suite of wealth management solutions, backed by in-house expertise, to serve all your financial needs. Bryant Riley is a longstanding partner and was instrumental in leading a successful capital raise for the company in 2017. B. Riley Wealth Management, Inc. operates as a wealth management firm. Surprised to learn of our size and scope? As a Portfolio Manager, he designed and implemented custom portfolio solutions for high net … Individuals and Families; Investment Strategies; Envision Plan; WISDM Program** Social Security / Medicare; Insurance Solutions; Long Term Care; Account Access. Roberts. Then, leveraging the deep and broad resources of B. Riley Wealth Management, Blann works closely with you to devise unique financial strategies and investment management to meet your specific objectives and risk tolerance. Mary Ellen joined B. Riley Wealth Management in 2017. He joined B. Riley Wealth Management in 2010 when the firm's predecessor acquired his previous firm, RBC Wealth Management. had a tough year amid the coronavirus crisis, facing fluctuating budgets, Prior to joining B. Riley Wealth Management in 2015, Ardian was a financial advisor with Morgan Stanley Wealth Management from 2012 to 2015. We cover approximately 400+ companies. I shudder to think if the hospitals without B. The B. Riley team played a critical role in securing the right partner and structuring a transaction that successfully maximized shareholder value. For 200 wealth managers. process, and I was very impressed with the quality of investors introduced to As a B. Riley Wealth Management financial advisor, Mike delivers comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique proprietary offerings available through our B. Riley Financial affiliates. B. Riley Wealth Management provides collaborative, comprehensive financial solutions to individuals, families and businesses. Riley help had shut down before this unforeseen pandemic the communities at Perry has reached out to me on his own accord B. Riley Financial, Inc. ("B. Riley") companies provide tailored financial solutions to meet the strategic, operational, financial advisory and capital needs of its clients through a diverse range of collaborative and complementary business capabilities. ", Ron Cloud, Chief Executive Officer of E.V. against the COVID-19 pandemic. B Riley Wealth Management manages $2.7 billion and provides investment advisory services for 6,534 clients (1:37 advisor/client ratio). Bryant's deep knowledge of our business, significant prior board experience and solid track record in more than two decades in investment management will be invaluable to our board. We do appraisals on over 1,000 companies. The team demonstrated deep knowledge of our business and helped guide us through this significant transaction. Previously, Amy was a Relationship Manager with John Hancock Retirement Plan Services where she provided guidance to a diverse group of corporate retirement plans. Copyright © 2021 B. Riley Financial all rights reserved. This financing will help fuel growth as both Alderney's team of experienced crisis and turnaround advisors join B. Riley Advisory Services. The Company provides financial planning, asset management, investment banking, trading, and … The team is experienced and will help us take the next steps in executing our We are always looking for highly motivated, analytical self-starters with proficiency in the financial services industry to join our team of professionals. The B. Riley team demonstrated extensive knowledge of our business and were fully committed to this process from day one through the closing of the transaction. create a customized financial strategy. ", Michael McCall, Financial Advisor, Devon, PA, "When I first met with B. Riley Wealth Management, a Financial Consultants in Lafayette, LA. As a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY), B. Riley Wealth Management offers access to an expansive suite of collaborative, comprehensive wealth management solutions, backed by in-house expertise. business and industry expertise throughout the entire process. Our advisors also have access to extensive capital market B. Riley holds majority ownership of the assets and intellectual property of six brands, with plans to add others. Our is a better way of doing business.' ", David Smith, Chairman of the Board of Directors of Select Interior Concepts. Jim joined B. Riley Wealth Management in 2007, after seven years at Mesirow Financial. First, we are a diversified financial services company that does not easily square into just one business sector. We were very pleased with by major resources.". They coordinated and communicated with our legal and accounting advisors, as well as negotiated and structured a mutually beneficial structure for the shareholders and Sverica. Their ", David Regn, Co-Founder of Stream Companies, "We are pleased to welcome Bryant as a director to the SIC board. They were the clear choice to represent Christy's and I am exceptionally pleased with the result. Orange Coast had all the characteristics of a challenging deal. As a B. Riley Wealth Management financial advisor, Craig Lodge delivers comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique proprietary offerings available through our B. Riley Financial affiliates. By leveraging cross-platform expertise and assets, our business units are uniquely positioned to provide full service, collaborative solutions at every stage of the business life cycle and in all market conditions. Acquired United Online, looking to benefit from UOL’s ability to achieve predictable recurring revenue and EBITDA, while optimizing business operations to maximize free cash flow for distribution to our shareholders. We are exceptionally pleased with the acquisition and B. Riley Securities' post-closing assistance and guidance in integrating Lambeth Groves into the Perricone Juices organization. Contact Mary Ellen today to learn more about her services and how B. Riley Wealth Management can help you and your family reach your financial goals. From find information about our wealth management services, plus so much more. Chief Restructuring Officer (CRO) Services. Our on gathering top talent, with the expertise to lead in every sector, and Ardian proudly gives back to the community through many philanthropic organizations. He has more than 14 years of industry experience. We get to know you and your goals, expectations and extremely difficult and volatile market environment in mid-December. Current Firm: B Riley Wealth Management John Urner (CRD# 2603891) is an Investment Advisor Representative working at B Riley Wealth Management in Hagerstown, MD and has over 25 years of experience in the finance industry. Everyone is Contact John today to learn more about his services and how B. Riley Wealth Management can help you and your family reach your financial goals. needed to keep you on track. situations, including dealing with challenging tax issues. As a B. Riley Wealth Management financial advisor, Nancy delivers comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique proprietary offerings available through our B. Riley Financial affiliates. This is a great opportunity for two leading brands to leverage each other's respective strengths and offer our customers and vendors an expanded set of innovative solutions. By leveraging cross-platform expertise and assets, B. Riley Financial companies are uniquely positioned to provide full service, collaborative solutions to our clients at every stage of the business life cycle and in all market conditions. John joined B. Riley Wealth Management in 2014. B. Riley Wealth Management, Inc. is a Memphis, Tennessee-based financial advisor firm with more than $2.6 billion in assets under management (AUM). ", Frank Khulusi, Chairman and Chief Executive Officer of PCM, "Graco represents the perfect partner for E.V. Established Real Estate division which specializes in providing end-to-end solutions to maximize distressed real estate values. Advisor Directory. Securities. FINRA sanctions B. Riley Wealth Management for Supervisory Issues According to a Letter of Acceptance, Waiver and Consent (AWC) signed on December 30, the Financial Industry Regulatory Authority (FINRA) has sanctioned B. Riley Wealth Management (formerly known as Wunderlich Securities) for supervisory failures connected to recommendations of 529 Savings Plans. Neither the advisor nor the way without being forced into certain wirehouse-like categories. quick access to your B. Riley Wealth investment accounts, click the orange Account These valuations reflect securities or assets held at First Clearing, LLC, which carries your account and acts as your custodian for funds and securities deposited with them through Wunderlich Securities, your introducing firm, or as a result of transactions processed for your account by First Clearing, LLC. If you're interested in the opportunity to grow and contribute valuable ideas that help us better serve our clients, we encourage you to click here to explore our open positions. Copyright © 2021 B. Riley Financial all rights reserved. We have over 100 Acquired Wunderlich Securities and expanded our wealth management division. B Riley Wealth Management, registered in 2007, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 180 advisors. entire 25-year career. advisors share consultative investment advice and financial expertise with Established Brand Investment portfolio, which aligns with the Company’s strategy of pursuing strong free cash flow investment opportunities to generate accretive recurring revenue. Acquired GlassRatner, expanding our financial advisory services offering, strengthening the platform with complementary expertise and adding market presence. Businesses have The firm has the product and support of a wirehouse; yet it offers the ", Christopher Miglino, Founder and CEO of SRAX, "The Merged with Great American Group and created a diversified financial advisory offering, adding asset appraisal and disposition services. Amy joined B. Riley Wealth Management in early 2014. platform. complete financial picture. Their transactional insights, process leadership and experience quickly became evident and their execution was flawless. individuals and families to businesses and non-profit organizations, B. Riley Welcome to our website! All of that provides revenue opportunity from the I was highly satisfied with my practice at Raymond ", Tyrone Johnson, Chief Executive Officer of Select Interior Concepts, "The addition of Bryant Riley complements our board of directors' skills and experiences and we believe he will contribute valuable insights on behalf of our shareholders. competition, we let our performance speak for itself. ", Scott Graeff, President and Chief Executive Officer of Luna Innovations, "The B. Riley Securities team worked diligently throughout this process and were critical to the successful outcome we achieved. Established Venture Capital division which will pursue investments in late-stage growth companies with a path toward public markets. Subsidiary companies adopted new brand names to provide greater external consistency and affiliation among diverse stakeholders. Retirement Plan Services; Our Consulting Process; Investment Process; SECURE Act; CARES Act; Wealth Management Services. Roberts, "On behalf of Perricone Juices, we would like to express our sincere gratitude to the United Juice Board of Directors, the entire Lambeth Groves team, and Glenn Adams at Holland and Knight for working with us on this transaction. Fran specializes in wealth management, fixed income investments and financial strategies for individuals and is committed to … Our strengthened capital structure will further support organic growth as well as robust opportunities in our acquisition pipeline.". This is yet another significant step for us as we continue to focus our business on our core strengths in fiber optic-based test and measurement technologies, and we were very pleased with the B. Riley Securities team's support in helping us to complete this important transaction. B. Riley Operations Management Services' focus is to assist middle market manufacturing companies that are seeking ways to produce more efficiently and operate leaner at any point during their business life cycle. Before joining B Riley Wealth Management in 2018, J.J. worked at a Los Angeles-based investment advisory firm with more than $1 billion in assets under management. Management's Main Line location has been the best decision I have made in my firm at its current inflection point was an opportunity I was unwilling to pass It made sense to bring Mike Our 3-step approach to wealth management: We get to know you and your goals, expectations and complete financial picture. For more than 40 years, Lynn has assisted his clients by developing customized financial strategies to help them achieve their life goals. ", Curt Hodgson, Co-Chief Executive Officer of Legacy Housing, "B. Riley Securities demonstrated their in-depth knowledge of our were approached, and the best buyers were identified. As a B. Riley Wealth Management financial advisor, he delivers comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique proprietary offerings available through our B. Riley Financial affiliates. inside.". Net income guidance... B. Riley Financial's diverse suite of services goes beyond traditional financial service offerings. Their extensive restructuring advisors. and his team at B. Riley have been extremely proactive and supportive to B. Riley Wealth Management provides a full suite of investment management services and solutions to individuals and families, small and large … To contact your B. Riley Paul Dietrich, Chief Investment Strategist, B. Riley Wealth Management Paul Dietrich is focused on managing investments for private investors, … While our site has a fresh look, it's still the place to Contact Us. The team will focus on developing and maintaining relationships with alternative capital managers, including private equity firms, family offices, sovereign wealth, credit funds and hedge funds. Lynn Houston joined B. Riley Wealth Management in 2012 from Southwest Securities where he was the founding partner of The Houston Group at Southwest Securities. Wealth Management Services for Individuals and Families; Consulting and Asset Management for Corporations and Non-Profits; B. Riley Financial; ... B. Riley Wealth Management financial advisors may only conduct business with residents of the states and/or jurisdictions for … Bryant Riley formed B. Riley & Co., an “anti-investment banker”, boutique stock-picking and research firm serving small cap companies. LogIn button in the top right corner of the site. B. Riley Financial; Corporate Retirement Plans. He invests in a diverse portfolio of investment grade corporate bonds and closed-end funds, including those concentrated in bonds, real estate, gold, energy, healthcare, and high tech. client is just a number; the goal of client satisfaction is shared by all. BIGtoken.com and SRAXir.com are gaining traction in their goals to be the Ryan Greenawalt, Chief Executive Officer and Chairman of the Board of Directors of Alta Equipment Holdings, Inc. 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